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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-04 |
| OR | RA | APPROVED | 2023-08-15 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
424 Ne Kearney Ave, Bend, OR 97701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 07/2022 | 09/2023 |
| Cal State University - Channel Islands | Camarillo | CA | 08/2020 | 07/2022 |
| Dr. Chett Mallett | Los Angeles | CA | 10/2018 | 08/2020 |
| Self-Employed | Los Angeles | CA | 08/2017 | 10/2018 |
| United Financial Nw | Lake Oswego | OR | 08/2023 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2023 | Present |
| Osaic | Bend | OR | 08/2024 | 08/2024 |
| Cal State University - Channel Islands | Camarillo | CA | 08/2012 | 08/2017 |
1) United Financial NW-16577 Sw Boones Ferry, Ste 200, Bend, OR 97701; Investment related; Securities sales & svcs, and providing administrative support for other representatives; Financial Advisor; Start date 8/2023; 15 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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